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Making financial futures soar

International financial planning services for people living in the UK, Australia and overseas.

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With you every step of the way…

When you’re living overseas, made a new country your home, or you’re considering a move, a reassuring hand can make all the difference. We’re an award-winning Chartered financial planning firm with offices in London, Perth, Sydney and Melbourne, specialising in helping UK and Australian residents find financial clarity.

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Are you…

Moving between the UK and Australia?
Already living in Australia?
Already living in the UK?
Already living overseas?
A fellow professional?
Looking to access your Australian super from the UK?
Looking to transfer your UK pension to Australia?

Our team, with you on your journey…

With offices in the UK and multiple locations across Australia, we’re best placed to help people at all stages of their journey. Our specialist knowledge of the unique jurisdictions combined with our experienced teams means you’ll always have someone by your side.

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Simon Harvey

Group Managing Director

Khan McSween

Financial Planning Director (UK)

Kylie Watterson-Stocker

Financial Planning Director (Australia)

Ané Lindenbaum

HR Business Partner

Matthew Kapourta

Group Financial Controller

Nick Bond

Senior Financial Planner

Tony Dimitrovski

Senior Financial Planner

John Vailes

Senior Financial Planner

Daniel Ash-Wentworth

Financial Planner

Louise Duncan

Financial Planner (UK)

Paul Lawson-Tyers

Financial Planner (UK)

Andrew Oakley

Financial Planner

Josh Scott

Financial Planner (UK)

Gemma Spinks

Financial Planner

Rebecca Watson

Financial Planner

John Harrower

Financial Services Client Experience Lead

Nick Anderson

Pension Transfer Specialist

Steph Mills

Pension Transfer Specialist

Jordan Yardley

Paraplanning Manager

Peter Bond

Associate Financial Planner

Kevin Chandler

Associate Financial Planner

Brody Elliott

Senior Paraplanner

Charlotte Evrard

Senior Paraplanner

Jeanri Coetzer

Paraplanner

Jack Hart

Paraplanner

Natalie Healy

Paraplanner

Jessica Meehan

Paraplanner

Ellen Mooney

Technical Operations Manager (Australia)

Danielle Jackson

Marketing Manager

Melissa Spill

Client Manager

Elizabeth Owen

Operations Coordinator

Victoria Wise

Operations Technology Coordinator

Lino Amponsah

Accounts Assistant

Amit Patel

SMSF Assistant Accountant

Larissa Kelly

SMSF Administrator

Jamie Black

Client Administrator

Sophie Coombes

Client Administrator

Katie Jimenez

Client Administrator

Sophie Luo

Client Administrator

Melina Manfrinato

Client Administrator

Aryan Pishan

Client Administrator

Joel Sharman

Client Administrator

Shannen Sulaiman

Client Administrator

Laviana Tirtajaya

Client Administrator

Lauren Watts

Client Administrator

How we’ve helped others on their journey…

Jim & Vicky Jamieson

"Moving from the UK to Australia"

Sarah-Jane Butfield

"Returning to the UK after living in Australia"

Ellen Lewis

"Moving from Australia to the UK"

Paul Coates

"Moving from the UK to Australia"

Tara & Bryan Nixon

"Moving to the UK from overseas"

Keeping you informed

26/03/26

Thinking about transferring your UK pension to Australia? Here’s how we can help

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26/03/26

What would the bursting of the AI bubble mean for your investments?

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26/03/26

5 ways to keep learning throughout retirement

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26/03/26

Explained: Why your pension could become liable for Inheritance Tax

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26/03/26

4 practical factors to consider before saving for retirement outside of a pension

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26/03/26

Turning wealth into happiness: Why a plan makes a difference

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26/03/26

5 tips for overcoming the fear of investment uncertainty

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26/03/26

The component parts to a life of wellbeing

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26/03/26

Our new FAQ page may provide the answer to your questions

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26/03/26

An International SIPP could be a great pension option for Australian expats in the UK – here’s why

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    Contact us

    Email us +44 1372 724 249

      bdhSterling Ltd is Authorised & Regulated by the Financial Conduct Authority Registration | FCA Registration Number: 499460 | Company Number: 06849498. The Financial Conduct Authority does not regulate Tax or Estate Planning.

      bdhSterling AFSL Pty Ltd is authorised and regulated by the Australian Securities and Investment Commission (ASIC) and holds an Australian Financial Service License (AFSL) Number: 222266. Australian Business Number (ABN) 17 054 918 295.

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      Looking to transfer your UK pension to Australia?

      It’s important to get expert advice to help you make the right decisions about your pension.

      We’re here to help you.

      We’re widely recognised as the leading specialists in UK pension transfer to Australia. As a dual licensed financial planning firm, proudly holding the prestigious Chartered Status in the UK, we are uniquely positioned to provide advice that encompasses both countries.

      Book your FREE initial consultation today, to learn how we can help you thrive in your new life.

      Book my free consultation

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